Integrations

Hardfin supports integrating with Customer Relationship Management (CRM) software. These integrations allow your organization to load commercial data from your CRM into Hardfin automatically.

How CRM data sync works

Hardfin can automatically pull data from your CRM on an ongoing basis.

Data sync

You define rules for which data flows from your CRM to Hardfin, including field-level configurations for data integration. Most businesses sync 3 key types of data on a regular basis:

• CRM Account or Company → Hardfin Customer

• CRM Opportunity or Deal → Hardfin Project

• CRM Product of Line Item → Hardfin Product

Sync frequency

Free accounts sync data once per day, while paid accounts sync data more frequently (every 5–60 minutes depending on the plan). Please contact us to enable real-time data sync.

Connecting your CRM

Integrate your CRM with Hardfin from the integrations page, accessible in the user dropdown menu.

You will see CRM configuration options in the "Customer Relationship Management" section. If you do not have a CRM connected, you will see the option to Connect HubSpot. If you are on an advanced plan tier and other CRMs have been enabled for your organization, you will see those integration options instead.

Use HubSpot as your CRM integration

Hardfin supports HubSpot as the default CRM integration available on all plans. This integration allows users to manage their CRM data directly within the Hardfin platform with seamless synchronization, ensuring that your sales and financial operations are perfectly aligned.

Connect HubSpot

Clicking "Connect HubSpot" will pop open a new window with the authentication flow for HubSpot. After you have approved your integration, your Hardfin organization will be directly connected to the CRM.

Once connected successfully, you will be returned to the Integrations page.

Configure HubSpot integration

You must configure the integration in order for data to start syncing automatically. Click "Configure" to open the configuration menu.

HubSpot project mapping

Your project mapping determines how HubSpot Deal information is mapped to a Hardfin Project.

Select the deal fields you wish to map to projects. Hardfin will automatically sync your CRM information for each of these fields.

HubSpot line item mapping

Your line item mapping determines how HubSpot Deal line item information is mapped to a Hardfin Project line item.

Select the line item fields you wish to map. Hardfin will automatically sync your CRM information for each of these fields.

HubSpot customer mapping

Your customer mapping determines how HubSpot Company information is mapped to a Hardfin Customer.

Select the company fields you wish to map to customers. Hardfin will automatically sync your CRM information for each of these fields.

HubSpot pipeline selection

Your deal trigger determines when HubSpot information is synced automatically to Hardfin. By default Hardfin recommends syncing Closed won deals.

Select your deal pipelines and deal stages. Hardfin will automatically sync your CRM information as soon as a Deal hits this stage.

Multiple pipeline support

Hardfin supports syncing deals from multiple HubSpot pipelines simultaneously, allowing you to manage different sales processes and product lines within a single integration.

Pipeline configuration

• Multiple pipeline setup. Configure sync triggers for different HubSpot pipelines based on your sales organization

• Pipeline-specific triggers. Set different deal stages for each pipeline to control when deals sync to Hardfin

• Flexible mapping. Each pipeline can have its own field mappings and sync rules

• Unified project creation. Deals from all configured pipelines create projects in the same Hardfin workspace

Managing multiple pipelines

• Pipeline selection. Choose which HubSpot pipelines to include in your sync configuration

• Stage customization. Define the appropriate sync trigger stage for each pipeline

• Audit tracking. All pipeline configuration changes are tracked in your organization's audit log

• Performance optimization. Sync frequency and processing are optimized across all configured pipelines

This is particularly useful for organizations with separate sales processes for different deal types, product lines, customer segments, or geographic regions, ensuring all deals flow seamlessly into Hardfin regardless of their originating pipeline.

Enable HubSpot sync

Once your HubSpot integration is fully configured, you will see the option to enable sync.

When enabling sync, you can specify a date from which to sync modified deals. Hardfin will automatically sync all deals modified after this date. For example, you may want to sync the prior year's worth of deals to Hardfin to jumpstart your onboarding.

Select "Active" for the sync status on any pipeline and click Save to start Hardfin automatically mapping your CRM data on an ongoing basis.

Editing HubSpot configuration

You can update your configuration settings at any time to update the sync trigger, modify field mappings, or pause syncing. Simply click the gear icon ⚙️ next to your HubSpot configuration.

HubSpot file syncing

Hardfin automatically syncs files from HubSpot Deals directly to your Hardfin Projects, ensuring all relevant documentation is centralized and accessible.

Automatic file synchronization

• Activity files. Files attached to HubSpot activity are automatically downloaded and linked to the corresponding project

• Deal attachments. Files associated with HubSpot deals are synced when the deal triggers project creation

• Real-time updates. New files added to HubSpot are automatically pulled into Hardfin during regular sync cycles

• Centralized storage. All HubSpot files are stored securely within your Hardfin project workspace

• Access control. File permissions follow your Hardfin project access settings

This ensures that all project-related documentation from your sales process is immediately available to your operations and success teams without manual file transfers.

Connect other CRMs